[ altaFlow Reviews ](https://www.g2.com/products/altaflow/reviews) [ altaFlow Reviews ](https://www.g2.com/products/altaflow/reviews) # altaFlow Features ##### ## Platform (21) Custom Branding Custom branding can be applied through signature process User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Internationalization Performance and Reliability Integration APIs Email Management Manage, store and organize emails within the system or via third-party apps Template Management Create, save, and re-purpose templates for emails, forms, etc. Mobile Access Access software remotely via mobile devices Forms Management Store, manage and track all forms in a centralized location Contact Management Manage, organize, and store contact information Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Workflow Management Create, design and manage workflows for repetitive tasks Document Management Store, manage, and track all electronic documents in a centralized location Contract/License Management Track, store, and access client contracts or licenses Renewal Management Manage and track the renewal process for various services, subscriptions, contracts, or licenses Registration Management Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. Event Management Schedule and manage the logistics of activities and other gatherings Marketing Management Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding Expiration Management Track and manage expiration of various items including products, warranties, licenses, and contracts Offline Access Ability of websites, web applications, or mobile applications to function without an active internet connection Video Management Store and manage online video content Show More ##### ## Signature Process (10) Document Signing Allows signor to easily and intuitively sign documents Reminders and Expirations Reminds signors of documents that are waiting to be signed and document expiration dates Sign-In Process Process of authenticating is secure and seemless Mobile Signatures User can easy send and sign documents on mobile devices Signature Workflow Sendor/Adminstrators can easily set up and track documents through multiple signature steps Bulk Digital Signatures Send documents requiring signature to 1000's of signers at once Reporting Provides standard reports and easy creation of custom reports to manage signature process Signature Document Creation Easy to create signature blocks on all required electronic document types/formats Multi-Party Signing Share documents with different users to collect multiple signatures Electronic Signature Digitally sign online documents Show More ##### ## Security and Scalability (3) Regulatory Compliance Meets required regulartory compliances Signature History and Audit Tracks all document signing history to comply with required regulations Enterprise Scalability Provides features to allow scaling for large organizations Show More ##### ## Document Creation (6) Customizability: Variables and Fields Define fields to pull in dynamic information. Template Creation and Flexibility Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. Rich Media How well the platform supports images, audio, and video in proposals. Online Document Creation Create adaptive online documents for view via browser or mobile device. PDF Creation Create attractive PDF versions of proposals. Custom Branding Brand proposals and the application's portal with your company's logos and branding. Show More ##### ## Workflow (3) Document Builder Interface Easily search for and add elements to a proposal. Collaborative Creation Multiple users can edit a single document. Assembly and Approval Workflows Automate workflows by routing documents to the correct individuals for adding content and approval. Show More ##### ## Analytics (3) Engagement Tracking Track who is looking at proposals and how often or for how long. Proposal Effectiveness Reporting Find out which pieces of content are performing best. Reporting and Dashboards Access pre-built and custom reports and dashboards on proposal volume and acceptance. Show More ##### ## Administration and Platform (14) User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Alerts and Notifications Program in-app and email notifications for approval milestones or actions. CRM Integration Push and pull data from CRM to build proposals and update statuses with clients. Electronic Signature Digitally sign online documents CPQ Integration Push and pull data from quote applications to build proposals. API / Integrations Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. Contract/License Management Track, store, and access client contracts or licenses Knowledge Base Management Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Contact Management Manage, organize, and store contact information RFP Management Manage and process incoming documents detailing requests for proposals Workflow Management Create, design and manage workflows for repetitive tasks Document Management Store, manage, and track all electronic documents in a centralized location Task Management Create, manage and track all task activities and progression API Application programming interface that allows for integration with other systems/databases Show More ##### ## Contract Management Platform Features (14) Contract Creation Users can create new contracts within the platform using built-in document creation features. Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Contract Editing Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts. Contract Attachments Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources. Contract Collaboration Internal and external users are able to collaborate on contracts through a shared web portal with messaging features. Approval Process Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system. Notifications & Reminders Receive notifications and schedule reminders with alerts according to contract milestones. Contract Database Contracts can be stored in a central online repository with built in search capabilities. Integrations / APIs The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract. Reporting & Dashboards Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities. Government Contracts Contracts specific to government agencies or organizations who deal with government agencies Specialty Contracts An agreement that's only valid if signed by all involved parties, sealed, and delivered Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## User Interface Design (8) WYSIWYG Editor Provides the ability to drag-and-drop elements into the application to customize interface. Customized Branding Provides tools for inserting brand logos, colors, quotes, and other proprietary content. App Templates Provides base-level application templates to build atop and customize for specifc users and actions. Workflow Management Allows the creation ofpage sequences, forms, and libraries for users navigating the application. Task Management Create, manage and track all task activities and progression Configurable Workflow Configure existing workflows to meet your organization's needs Deployment Management Manage the processes involved when making the application ready for use Integrations Management Identify which applications need to exchange data and enable these data connections Show More ##### ## Data Control (3) Data Migration Lets users add data from existing sources when creating the initial application or changing data sources. Data Synchronization Continuously updates data as users or external data sources are edited. Data Security Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data. Show More ##### ## Publishing (4) Application Deployment Releases the application for access on desktop or mobile devices. Platform Compatibility Lets users build cross-platform applications or provide specific templates for different device types. Lifecycle Management Provides ability to manage application and maintenance from build, throughout the release, and until it's deactivation. Mobile Access Access software remotely via mobile devices Show More ##### ## Automation Building (10) Visual Editor Provides a visual editor to easily create automation models. Workflow Recording Offers the ability to record processes performed by humans to be recreated by bots. Pre-Built Templates Provides templates for workflows and processes for easier automation creation. Custom Automation Allows developers to code custom automations. Collaboration Offers users the ability to reuse process automations and communicate with other team members around automation building. Ease of Bot Creation Allows non-technical users to create bots in an easy, intuitive manner. Document Automation Automated or logic-based workflows that assist in the creation of electronic documents Business Process Automation Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Configurable Workflow Configure existing workflows to meet your organization's needs Rules-Based Workflow Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Show More ##### ## Bot Management & Execution (9) Bot Scheduling Equips administrators with the ability to schedule bot deployments in advance or on a consistent, regulated cadence. Attended Automation Automates processes that supplement human action, often requiring human intervention and collaboration. Unattended Automation Automates processes completely without the need for human intervention. Bot Performance Analytics Allows users to analyze the performance of bots via dashboards. Data and Product Security Insures data remains secure and compliant with industry standards. Scalability Able to support large deployments. Predictive Analytics Predict future data based on historical data sets Real-Time Analytics Analyze and gain insights into data in real-time Real-Time Data Receive data and information in real time Show More ##### ## Data Sources (3) Software Integrate with software such as ERP or CRM to use data for document generation Spreadsheets Allows users to generate documents using information from spreadsheets Documents Ability to generate new documents using other documents in multiple formats Show More ##### ## Generation (7) Templates Include templates for various types of documents such as invoices or quotes Automation Automate document generation based on customizable rules Branding Allow users to personalize documents for branding purposes Email Templates Pre-made examples and templates for emails Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Document Templates Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Show More ##### ## Delivery (5) Workflow Define and manage workflows for document distribution Schedule Create a schedule to deliver documents at predefined times Batch Provide the ability to generate and deliver documents by batch Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Workflow Management Create, design and manage workflows for repetitive tasks Show More ##### ## Digital Workflows (3) Logic and Conditions Gives the ability to build a workflow based on business logic or a specific condition in order to route work to different people based on rules. No-Code Or Low-Code Provides the user with a no-code or low-code environment in which they can build applications and workflows, including drag-and-drop features. Document Management Gives the user the ability to manage documents, including versioning and the ability to integrate those document with third-party applications. Show More ##### ## Forms (3) Data Mapping Integrates data and processes from multiple sources into a single system. Templates Build interfaces once and use them across one or more processes. Mobile-Friendly Forms Gives the user the ability to build and use forms on mobile devices. Show More ##### ## Automation (4) Workflow Automation Streamline the flow of work processes by establishing triggers and alerts that notify and route information to the appropriate people when their action is required within the compensation process. Workflow Mapping Visually displays connected applications and integrated data. Allows customization and management of workflow structures. Real-Time Updates Processing changes to data sources and applications as changes are made in real-time. Robotic Process Automation Offers the ability to record processes performed by humans to be recreated by bots. Show More ##### ## Intelligent Automation (3) OCR Provides OCR capabilities in order to recognize text in documents and applications. Machine Learning Allows for intelligent automation whereby the bot can imitate human behavior by learning from behavioral patterns. NLP Provides NLP capabilities in order to understand text in documents and applications. Show More ##### ## Customization (5) Custom Fields Allows users to add custom fields to forms that aren't already on the templates Conditional Logic Enables forms to hide or show certain fields based on respondents' answers Multi-page Forms Allows users to create forms with more than one page Design Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.) Forms Creation & Design Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system Show More ##### ## Additional Functionality (319) Embedded Forms Enables forms to be embedded onto a website without having to create code from scratch Offline Capability Can used without an internet connection Notifications Sends notifications when a completed form is recieved Payments Contains integrations with payment processors, enabling users to accept payments through forms Mobile Forms Allows users to build, distribute and access forms from a mobile device Customizable Forms Customize contracts and forms to collect specific information Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Real-Time Updates Receive system updates as soon as any changes are made Graphical User Interface A visual way of interacting with an application or operating system using items such as windows, icons, and menus No-Code Drag and drop/visual interfaces that allow non-tech users to build without writing code Real-Time Reporting Active reporting of data and metrics Data Visualization Graphical representation of data Customizable Fields Customize data fields to support various needs and use cases Charting Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Integrated Development Environment An application for source code editing, compiling, and debugging Customizable Forms Customize contracts and forms to collect specific information Generative AI Use AI to generate content in the form of text, images, videos, etc. API Application programming interface that allows for integration with other systems/databases Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Agile Methodologies Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more Web Forms Web form that allows users to enter data that is sent and processed for different reasons Custom Development Development of custom software, web apps, mobile apps, etc. Offline Access Ability of websites, web applications, or mobile applications to function without an active internet connection Customizable Reports Alter the layout and content of reports Visual Modeling Use visual elements such as pre-built blocks and/or shapes to assemble a model or design Access Controls/Permissions Define levels of authorization for access to specific files or systems Authentication Verify the identity of users/devices to enable secure access Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Secure Data Storage Securely stores data to prevent data loss or breaches Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Approval Process Control Manage the process of evaluating documents or requests submitted for approval Web/Mobile App Development Create/edit commerce applications for mobile devices and/or web Data Import/Export Import and export data to and from software applications Version Control Track revisions and updates made to files and navigate between different versions Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components For No-Code Development Build applications without the use of code Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Pre-Built Modules Existing templates or individual parts of a bigger design commonly used in software, coding, learning courses etc. Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Electronic Signature Digitally sign online documents Full Text Search Search for specific words or phrases within a document or database Data Import/Export Import and export data to and from software applications CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Digital Signature Electronic signing method that validates the authenticity and integrity of a digital document Contract Drafting Create, edit, and revise contracts/written agreements Activity Tracking Track and document all activities across devices, networks, and other systems Customizable Reports Alter the layout and content of reports Sell Side (Customers) An agreement between a buyer and a seller for the sale and delivery of goods or services Task Management Create, manage and track all task activities and progression Renewal Management Manage and track the renewal process for various services, subscriptions, contracts, or licenses Annotations Highlight content and/or make notations about parts of content Workflow Management Create, design and manage workflows for repetitive tasks Data Extraction Automatically retrieve and pull information from documents, websites, images, data sets, and other sources Audit Trail A record of all activities within the system, including user access, changes made, etc. Contract Negotiation Dialogue between two or more parties to resolve points of difference and agree on a set of legally binding terms Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Document Storage Store and organize documents in a centralized system Customizable Fields Customize data fields to support various needs and use cases AI Redlining The use of AI to automate the process of reviewing, identifying and marking changes in contracts Version Control Track revisions and updates made to files and navigate between different versions Completion Tracking Track the current status and completion of activities, tasks, goals or deliverables via progress indicators Contact Management Manage, organize, and store contact information Access Controls/Permissions Define levels of authorization for access to specific files or systems AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Document Review Review and analyze existing information across documents Customizable Branding Add customized logos and colors to align with company branding Configurable Workflow Configure existing workflows to meet your organization's needs Document Management Store, manage, and track all electronic documents in a centralized location Compliance Tracking Track and report regulatory data to either internal management or external stakeholders Buy Side (Suppliers) An agreement between a business and an external supplier for the delivery of a set of products or services Payment Processing Accept, record, and reconcile financial transactions File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Approval Process Control Manage the process of evaluating documents or requests submitted for approval Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Authentication Verify the identity of users/devices to enable secure access Data Security Protect sensitive data for digital privacy Reminders Timed notification for any upcoming task, deadline, appointment, or activity Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Access Controls/Permissions Define levels of authorization for access to specific files or systems Version Control Track revisions and updates made to files and navigate between different versions Single Sign On Allow users to access multiple services after entering their login credentials once Audit Trail A record of all activities within the system, including user access, changes made, etc. AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Encryption Convert data into a code for security Signature Capture Digitally capture and store a person's handwritten signature Document Conversion Convert documents and images into editable file formats Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Archiving & Retention Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Team Collaboration Allow multiple team members to edit and work on the same document Generative AI Use AI to generate content in the form of text, images, videos, etc. Status Tracking Track the status over time for a request, process, asset, or transaction Customizable Fields Customize data fields to support various needs and use cases Searchable Database A collection of records that can be retrieved based on specific queries QR Codes Matrix barcode that stores information Two-Factor Authentication Extra layer of security that requires not only a password and username but also something specific to that user Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Multi-Location Manage and support multiple locations Real-Time Data Receive data and information in real time Data Synchronization Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Age Verification A way for institutions and businesses to check the age of their customers/clients. Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Secure Data Storage Securely stores data to prevent data loss or breaches Waiver Kiosk Set up computers on location to help users sign waivers on-site Data Import/Export Import and export data to and from software applications Photo Capture Capture photos for any type of use case Conditional Logic Capability of a software or system to make decisions and perform actions based on specified conditions Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Templates Sample files or documents that could be customized as needed or used as is Collaboration Tools Provides a channel for team members to share media files, communicate, and work together AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Automatic Formatting Automatically formats data in a predetermined way Client Portal Private online space that lets businesses securely share documents and provide information access to clients Access Controls/Permissions Define levels of authorization for access to specific files or systems Quotes/Estimates Generate quotes or estimates for customers Customizable Reports Alter the layout and content of reports Content Library Centralized repository to store content and assets Data Import/Export Import and export data to and from software applications Document Review Review and analyze existing information across documents Document Automation Automated or logic-based workflows that assist in the creation of electronic documents Reminders Timed notification for any upcoming task, deadline, appointment, or activity Audit Trail A record of all activities within the system, including user access, changes made, etc. Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Approval Process Control Manage the process of evaluating documents or requests submitted for approval Version Control Track revisions and updates made to files and navigate between different versions Customizable Forms Customize contracts and forms to collect specific information Multiple Format Support Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12) Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Digital Signature Electronic signing method that validates the authenticity and integrity of a digital document Collaboration Tools Provides a channel for team members to share media files, communicate, and work together API Application programming interface that allows for integration with other systems/databases Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Third-Party Integrations Set up connections to third-party platforms to improve business processes Text Editing Edit text as needed Audit Trail A record of all activities within the system, including user access, changes made, etc. Approval Process Control Manage the process of evaluating documents or requests submitted for approval Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Multiple Output Formats Create content in various formats, such as print, PDF, HTML and more Offline Access Ability of websites, web applications, or mobile applications to function without an active internet connection Data Import/Export Import and export data to and from software applications Access Controls/Permissions Define levels of authorization for access to specific files or systems Forms Management Store, manage and track all forms in a centralized location Data Synchronization Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Content Library Centralized repository to store content and assets Customizable Fields Customize data fields to support various needs and use cases Multi-Language Manage and support multiple languages Data Storage Management Manage and store data in a database Contract Drafting Create, edit, and revise contracts/written agreements Archiving & Retention Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Full Text Search Search for specific words or phrases within a document or database Interaction Tracking Track interaction history by documenting conversations for contacts Contract/License Management Track, store, and access client contracts or licenses Document Review Review and analyze existing information across documents Batch Processing Software's ability to perform similar action on multiple similar files simultaneously Conditional Logic Capability of a software or system to make decisions and perform actions based on specified conditions Document Management Store, manage, and track all electronic documents in a centralized location Document Storage Store and organize documents in a centralized system Template Management Create, save, and re-purpose templates for emails, forms, etc. Electronic Signature Digitally sign online documents Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Version Control Track revisions and updates made to files and navigate between different versions AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Commenting/Notes Leave comments and notes on documents for others to view Content Publishing Options Facilitates online authoring and publishing of the content Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Content Library Centralized repository to store content and assets Document Classification Assign categories, labels, tags, or attributes to documents for organization, search and storage Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Customizable Branding Add customized logos and colors to align with company branding SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access API Application programming interface that allows for integration with other systems/databases Document Management Store, manage, and track all electronic documents in a centralized location Document Storage Store and organize documents in a centralized system Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Data Capture and Transfer Import, collect, and capture data from multiple sources Autofill Automatically populating fields or sections within a form Multi-Channel Distribution Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers Convert to PDF Create, edit, convert to and from PDF files Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Media Library Collection of images, videos and other digital content that can be used Generative AI Use AI to generate content in the form of text, images, videos, etc. Full Text Search Search for specific words or phrases within a document or database Surveys & Feedback Gauge satisfaction and receive information for improvement and success Data Import/Export Import and export data to and from software applications Forms Management Store, manage and track all forms in a centralized location Electronic Signature Digitally sign online documents Third-Party Integrations Set up connections to third-party platforms to improve business processes Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Workflow Management Create, design and manage workflows for repetitive tasks Template Management Create, save, and re-purpose templates for emails, forms, etc. Mobile Access Access software remotely via mobile devices Document Management Store, manage, and track all electronic documents in a centralized location Audit Trail A record of all activities within the system, including user access, changes made, etc. AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Real-Time Updates Receive system updates as soon as any changes are made Real-Time Monitoring Active monitoring of systems, applications, or networks Multiple Data Sources Allows users to manage data from a number of sources Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Email Address Extraction Extract email addresses from multiple data sources Forms Management Store, manage and track all forms in a centralized location Data Extraction Automatically retrieve and pull information from documents, websites, images, data sets, and other sources Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Workflow Management Create, design and manage workflows for repetitive tasks Access Controls/Permissions Define levels of authorization for access to specific files or systems API Application programming interface that allows for integration with other systems/databases Optical Character Recognition Ability to recognize printed or written text within digital images or scanned documents Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Data Import/Export Import and export data to and from software applications Process Builder Outline and document business processes via step-by-step building blocks Generative AI Use AI to generate content in the form of text, images, videos, etc. Customer Experience Management Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement. Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Data Capture and Transfer Import, collect, and capture data from multiple sources Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Approval Process Control Manage the process of evaluating documents or requests submitted for approval Secure Data Storage Securely stores data to prevent data loss or breaches Process Control Monitor and manage manufacturing and production processes. Code-free Development Assemble applications and bots from pre-made building blocks without having to write software code or knowing a programming language Ad hoc Analysis Image Recognition Ability of software to identify an image among other data Data Storage Management Manage and store data in a database Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Task Management Create, manage and track all task activities and progression Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Customizable Reports Alter the layout and content of reports Version Control Track revisions and updates made to files and navigate between different versions Integration into Third Party Applications Embed/link applications into third party software so it can be accessed within a third party system AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Generative AI Use AI to generate content in the form of text, images, videos, etc. Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Corrective and Preventive Actions (CAPA) Investigate and take action at root cause or error in processes to prevent recurring issues Document Lifecycle Management Series of processes that a document goes through from creation to archiving Reminders Timed notification for any upcoming task, deadline, appointment, or activity Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Compliance Management Track and manage adherence to policies for any service, product, process, or supplier For Medical Purposes Intended for medical use such as diagnosis, treatment, and consultation For Legal Professionals Specifically designed to address the needs of law firms and legal departments Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Risk Assessment Initiate collection and analysis of known risks Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Workflow Management Create, design and manage workflows for repetitive tasks Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Quality Control Ensure that quality requirements and standards are met across production processes Archiving & Retention Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Approval Process Control Manage the process of evaluating documents or requests submitted for approval Secure Data Storage Securely stores data to prevent data loss or breaches Mobile Access Access software remotely via mobile devices Version Control Track revisions and updates made to files and navigate between different versions Task Management Create, manage and track all task activities and progression Indexing Compile and organize data into specific metrics Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Activity Tracking Track and document all activities across devices, networks, and other systems Disaster Recovery Plan and implement business continuity measures in case of unforeseen events Multiple Format Support Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12) Change Management Track and monitor efficient handling of all changes/transitions File Management Create, save, and store files File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Document Management Store, manage, and track all electronic documents in a centralized location Document Automation Automated or logic-based workflows that assist in the creation of electronic documents Third-Party Integrations Set up connections to third-party platforms to improve business processes Access Controls/Permissions Define levels of authorization for access to specific files or systems Data Import/Export Import and export data to and from software applications Audit Trail A record of all activities within the system, including user access, changes made, etc. Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws API Application programming interface that allows for integration with other systems/databases Rules-Based Workflow Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Electronic Signature Digitally sign online documents Document Review Review and analyze existing information across documents Full Text Search Search for specific words or phrases within a document or database Revision History Track what was updated, who made the changes, compare two revisions, and revert or perform another revision Real-Time Reporting Active reporting of data and metrics Forms Management Store, manage and track all forms in a centralized location Document Generation Custom forms to streamline repetitious aspects of a document SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Access Expiration Management Set rules for access to expire based on fixed dates, time elapsed, number of views, number of downloads etc. Optical Character Recognition Ability to recognize printed or written text within digital images or scanned documents Document Classification Assign categories, labels, tags, or attributes to documents for organization, search and storage Metadata Extraction Retrieval of embedded metadata that is present within a file Commenting/Notes Leave comments and notes on documents for others to view Document Editing Makes changes to document features such as text, fonts, formatting, etc. File Recovery Recover lost, deleted, or damaged files Offline Access Ability of websites, web applications, or mobile applications to function without an active internet connection Annotations Highlight content and/or make notations about parts of content Compliance Tracking Track and report regulatory data to either internal management or external stakeholders Email Management Manage, store and organize emails within the system or via third-party apps Customizable Branding Add customized logos and colors to align with company branding Document Capture Scan, move or upload electronic files within the software's repository File Conversion Convert files to a different format Document Storage Store and organize documents in a centralized system Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Automated Scheduling Automatically create schedules based on business needs or employee availability and qualifications Metadata Management Collect and maintain structured information that describes data or content Document Templates Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Autosave The system automatically saves work on an interval without the user needing to manually save For Engineering Documents Training Management Track employee/learner's progression through training programs Version Rollback The process of reverting to a previous version or state Digital Signature Electronic signing method that validates the authenticity and integrity of a digital document Status Tracking Track the status over time for a request, process, asset, or transaction Version Comparison The process of cross-checking new versions with previous copies to identify changes Document Check-in/Check-out Document Check-in/Check-out Show More ##### ## Support (3) Professional Support Connects users with professional support teams to troubleshoot and finetune integrations. Community Support Provides public user forums for support questions and help. Documentation Provides clear, effective documentation for API integrations. Show More ##### ## Functionality (3) Ease Of Integration Empowers developers to intuitively integrate eSignature functionality for their applications. API Call Speed Grants high speed API calls for efficient functionality. Breadth Of Functionality Unlocks a wide variety of relevant functionalities such as document encryption, device agnostic document sharing, and more. Show More ##### ## Generative AI (12) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text-to-Image Provides the ability to generate images from a text prompt. AI Image-to-Text Converts images into a textual description, identifying key elements. Generative AI Use AI to generate content in the form of text, images, videos, etc. Document Generation Custom forms to streamline repetitious aspects of a document AI Text Generation Allows users to generate text based on a text prompt. Generative AI Use AI to generate content in the form of text, images, videos, etc. Proposal Generation Create proposals based on costs of labor and materials Show More ##### ## Agentic AI - No-Code Development Platforms (3) Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Salesforce AppExchange Apps (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Robotic Process Automation (RPA) (9) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Third-Party Integrations Set up connections to third-party platforms to improve business processes Multi-Language Manage and support multiple languages Show More ##### ## Agentic AI - Contract Management (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## Agentic AI - E-Signature (8) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Third-Party Integrations Set up connections to third-party platforms to improve business processes Multi-Language Manage and support multiple languages Show More ##### ## Agentic AI - Digital Process Automation (DPA) (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Document Generation (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ## Top-Rated Alternatives [ ![PandaDoc](https://images.g2crowd.com/uploads/product/hd_favicon/97320b34486db82a48d7af098a34228d/pandadoc.svg "PandaDoc") PandaDoc 4.7/5(3,703) ](https://www.g2.com/products/pandadoc/reviews) [ ![Docusign](https://images.g2crowd.com/uploads/product/hd_favicon/4667fcad45ba0d2ae299215d3f6d3385/docusign.svg "Docusign") Docusign 4.5/5(2,629) ](https://www.g2.com/products/docusign/reviews) [ ![Nintex](https://images.g2crowd.com/uploads/product/hd_favicon/6d05d223727de012d13b1eb6341b2deb/nintex-nintex.svg "Nintex") Nintex 4.3/5(1,322) ](https://www.g2.com/products/nintex-nintex/reviews) [ View All Alternatives ](https://www.g2.com/products/altaflow/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. [View Glossary](/glossary) [Document Signing](/glossary/document-signing-definition) Document signing plays an important role within the contract management process. Learn more about document signing and how it is used by industry professionals, along with other helpful information on the benefits of document signing. [Document Builder](/glossary/document-builder-definition) A document builder is a software application that is used to create text-based documents. [Workflow Automation](/glossary/workflow-automation-definition) Workflow automation is the systemic design and execution of repetitive business tasks. Discover examples of workflow automation and learn more about its types, benefits, and best practices. altaFlow Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_4c697348c4308e45662f69fd954993d8/docusign.png "Product Avatar Image") Docusign 4.5/5(2,629) [ Compare Now ](https://www.g2.com/compare/docusign-vs-altaflow) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_c9c02185b2606c5e58ac5c37522d55fe/pandadoc.png "Product Avatar Image") PandaDoc 4.7/5(3,703) [ Compare Now ](https://www.g2.com/compare/pandadoc-vs-altaflow) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_d8d487b67574b56a5ad57a2f0f159a30/airtable.jpg "Product Avatar Image") Airtable 4.6/5(3,288) [ Compare Now ](https://www.g2.com/compare/airtable-vs-altaflow) ##### Categories on G2 [Online Form Builder](https://www.g2.com/categories/online-form-builder)[Salesforce AppExchange Apps](https://www.g2.com/categories/salesforce-appexchange-apps)[E-Signature](https://www.g2.com/categories/e-signature) [Online Form Builder](https://www.g2.com/categories/online-form-builder)[Salesforce AppExchange Apps](https://www.g2.com/categories/salesforce-appexchange-apps)[E-Signature](https://www.g2.com/categories/e-signature)[Document Generation](https://www.g2.com/categories/document-generation)[No-Code Development Platforms](https://www.g2.com/categories/no-code-development-platforms)[Contract Management](https://www.g2.com/categories/contract-management)[Proposal](https://www.g2.com/categories/proposal)[Robotic Process Automation (RPA)](https://www.g2.com/categories/robotic-process-automation-rpa)[Document Management](https://www.g2.com/categories/document-management)[E-Signature APIs](https://www.g2.com/categories/e-signature-apis)[Digital Process Automation (DPA)](https://www.g2.com/categories/digital-process-automation-dpa) [Show MoreShow Less](javascript:void(0);) ##### Explore More [Recommendations for top help desk tools for SaaS companies](https://www.g2.com/discussions/what-are-the-best-help-desk-tools-for-saas-companies)[Is GTM Workspace by ZoomInfo actually worth the cost for a team of 10 salespeople, or are there more affordable alternatives that are just as accurate?](https://www.g2.com/discussions/is-gtm-workspace-by-zoominfo-actually-worth-the-cost-for-a-team-of-10-salespeople-or-are-there-more-affordable-alternatives-that-are-just-as-accurate)[What platform integrates video interviewing with ATS systems?](https://www.g2.com/discussions/what-platform-integrates-video-interviewing-with-ats-systems) [PR Firms in Los Angeles](https://www.g2.com/categories/pr-firms/locations/los-angeles-ca-us)[Easy-to-use board meeting software recommendation](https://www.g2.com/discussions/easy-to-use-board-meeting-software-recommendation)[Pros and Cons Details](https://www.g2.com/products/altaflow/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)